ACV Auctions Inc.
ACVA · Services-Business Services, NEC · 174.6M shares · +95%/yr ↑ dilution · EDGAR filings ↗
Reference price $5.05 · est. market cap ~$882M — last insider purchase, 2026-03-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52gen composite 23pct→52; net + operating loss
Notable findings
- Chronic dilutionShare count +95%/yr over 3y (dilution, book value/share -88%)
- Net lossNet loss (net margin -8.7%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $271M cash & investments
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +2 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-8.3%
Net margin
-8.7%
Return on equity
-15.4%
Return on assets
-6.1%
ROIC
-11.6%
Revenue growth (QoQ)
11.8%
Current ratio
1.6×
Free cash flow
$69M
EBITDA
-$19M
Tangible book value
$165M
Cash & investments
$271M
Stock comp / revenue
7.5%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| GEORGE CHAMOUN | Chief Executive Officer | $8M FY2025 |
| Anderson Craig Eric | CCDSO | — |
| Fitzgerald Leanne | Chief Legal Officer | — |
| MICHAEL WATERMAN | Chief Sales Officer | $4M FY2025 |
| Peer Andrew | VP, Corporate Controller & CAO | — |
| VIKAS MEHTA | Chief Operating Officer | $5M FY2025 |
| WILLIAM ZERELLA | Chief Financial Officer | $5M FY2025 |
| Brian Hirsch | Director | $203K FY2025 |
| Brian Radecki | Director | $212K FY2025 |
| Eileen Kamerick | Director | $222K FY2025 |
| Kirsten Castillo | Director | $206K FY2025 |
| Rene Jones | Director | $207K FY2025 |
| Robert Goodman | Director | $210K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-27 | JONES RENE F | Grant | 28K | — |
| 2026-05-27 | GOODMAN ROBERT P | Grant | 28K | — |
| 2026-05-27 | KAMERICK EILEEN A | Grant | 28K | — |
| 2026-05-27 | Hirsch Brian | Grant | 28K | — |
| 2026-05-27 | Castillo Kirsten | Grant | 28K | — |
| 2026-05-27 | Radecki Brian J | Grant | 28K | — |
| 2026-04-02 | Chamoun George | Grant | 500K | — |
| 2026-04-01 | Mehta Vikas | Tax withheld | 6.3K | $4.27 |
| 2026-04-01 | Mehta Vikas | Tax withheld | 4.5K | $4.27 |
| 2026-04-01 | Mehta Vikas | Tax withheld | 6.4K | $4.27 |
| 2026-04-01 | Anderson Craig Eric | Grant | 194K | — |
| 2026-04-01 | Anderson Craig Eric | Tax withheld | 5.2K | $4.27 |
| 2026-04-01 | Anderson Craig Eric | Tax withheld | 3.6K | $4.27 |
| 2026-04-01 | Anderson Craig Eric | Tax withheld | 4.4K | $4.27 |
| 2026-04-01 | Waterman Michael | Grant | 269K | — |
| 2026-04-01 | Waterman Michael | Tax withheld | 4.9K | $4.27 |
| 2026-04-01 | Waterman Michael | Tax withheld | 3.5K | $4.27 |
| 2026-04-01 | Waterman Michael | Tax withheld | 4.4K | $4.27 |
| 2026-04-01 | Fitzgerald Leanne | Grant | 194K | — |
| 2026-04-01 | Fitzgerald Leanne | Tax withheld | 5.8K | $4.27 |
| 2026-04-01 | Fitzgerald Leanne | Tax withheld | 4.2K | $4.27 |
| 2026-04-01 | Fitzgerald Leanne | Tax withheld | 2.9K | $4.27 |
| 2026-04-01 | ZERELLA WILLIAM | Grant | 276K | — |
| 2026-04-01 | ZERELLA WILLIAM | Tax withheld | 4.9K | $4.27 |
| 2026-04-01 | ZERELLA WILLIAM | Tax withheld | 4.5K | $4.27 |
| 2026-04-01 | ZERELLA WILLIAM | Tax withheld | 3.5K | $4.27 |
| 2026-04-01 | Chamoun George | Tax withheld | 13K | $4.27 |
| 2026-04-01 | Chamoun George | Tax withheld | 9.4K | $4.27 |
| 2026-04-01 | Chamoun George | Tax withheld | 11K | $4.27 |
| 2026-04-01 | Fitzgerald Leanne | Tax withheld | 3.6K | $4.27 |
| 2026-04-01 | Peer Andrew | Grant | 29K | — |
| 2026-04-01 | Peer Andrew | Tax withheld | 696 | $4.27 |
| 2026-04-01 | Peer Andrew | Tax withheld | 743 | $4.27 |
| 2026-04-01 | Peer Andrew | Tax withheld | 1.1K | $4.27 |
| 2026-04-01 | Peer Andrew | Tax withheld | 913 | $4.27 |
| 2026-04-01 | Mehta Vikas | Grant | 300K | — |
| 2026-03-09 | Chamoun George | Buy | 24K | $5.05 |
| 2026-02-26 | Waterman Michael | Buy | 215K | $4.66 |
| 2026-02-09 | Chamoun George | Buy | 17K | $7.30 |
| 2026-01-30 | Chamoun George | Option exercise | 313K | $0.14 |
| 2026-01-15 | Peer Andrew | Option exercise | 1.8K | $2.44 |
| 2026-01-15 | Peer Andrew | Sell | 1.8K | $8.85 |
| 2026-01-12 | Chamoun George | Buy | 14K | $8.81 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-02 | 2026-05-27 | 0001637873-26-000025 ↗ |
| 8-K | 2026-05-13 | 2026-05-12 | 0001637873-26-000023 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001637873-26-000019 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001637873-26-000020 ↗ |
| DEF 14A | 2026-04-16 | 2026-05-27 | 0001193125-26-158987 ↗ |
| 10-K | 2026-02-23 | 2025-12-31 | 0001637873-26-000011 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0001637873-26-000010 ↗ |
| 8-K | 2025-12-18 | 2025-12-12 | 0001637873-25-000025 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001637873-25-000019 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001637873-25-000020 ↗ |
| 8-K | 2025-09-11 | 2025-09-10 | 0000950103-25-011517 ↗ |
| 8-K | 2025-08-11 | 2025-08-11 | 0001637873-25-000010 ↗ |